Quickbooks Desktop Integration
This applies to Content Central v7.5.7089 and above.
Requirements for Quickbooks Integration
- Dedicated Quickbooks Desktop User Account
Steps for Quickbooks Desktop Integration
Login to Content Central as Admin or member of the Administrator Group.
Go to Administration > Integrations Page.
Click Quickbooks Desktop.
Click 'Add Quickbooks Company' icon (green plus icon) from at the lower right corner of the page.
In the QuickBooks Desktop - Default Company Page, enter the local folder or the UNC path of the QBW file,
Click Save and Test.
On a successful connection, the page will be updated with the QuickBooks Company Name and the status of the connection to be active.